MORASHAH Legacy Society

I did not find the world desolate when I entered it, and as my ancestors planted for me before I was born, so do I plant for those who will come after me – Talmud (Ta-anit 23a)

Morashah means the legacy you give to the next generation.

The MORASHAH Legacy Society is an honorary society recognizing individuals who have informed Temple Rodef Shalom they have included the Temple in their estate plans through a will, trust, life-income gift, or other planned gift.  Planned gifts ensure the continuity and strength of our community and Congregation.

No minimum amount is required.  All planned gift donors are recognized as members of MORASHAH Legacy Society.

For more information about making a planned gift to Temple Rodef Shalom, to let us know that you wish to be listed as a member of the MORASHAH Legacy Society, please contact the Director of Philanthropy.

Build Our Sacred Community for Generations to Come

There comes a time when we think about our lives and the legacy we hope to leave behind.  Creating a will or trust is one of the most important steps in planning for this future.  While concerns about your own and your family’s financial security may make it difficult to make an outright gift now, planning a gift that will be made in the future is a powerful way to demonstrate your commitment to Temple Rodef Shalom.

A planned gift is an investment in the future of Temple Rodef Shalom, helping to ensure the viability of our community for generations to come. The mission of Temple Rodef Shalom is to provide outstanding Jewish education, worship and spirituality, and meaningful and innovative programs and services for people of all ages. We support our members through all the stages of their lives in a way that only a congregation can.

Through this special type of philanthropy, you can help Temple Rodef Shalom secure its financial future and further its mission. A planned gift also may have benefits for you:

  • Reduce estate and income taxes
  • Avoid capital gains tax
  • Pass assets on to the next generation
  • Generate life-long income for you and others (trusts and annuities)

We are prepared to work with you and your legal and financial advisors to take care of your loved ones’ long-term financial needs as you create a legacy for future generations.

Will you help ensure the continuity of Jewish life? Become a member of our MORASHAH Legacy Society by joining with others who have established planned gifts.

Simple Ways to Create a Lasting Legacy

It doesn’t need to be complicated to make a meaningful gift, satisfy your financial concerns, offer you tax advantages and help secure the Temple’s future.

Giving to Temple Rodef Shalom Through Your Will

A Testamentary gift—or bequest—is a gift you make by designating Temple Rodef Shalom as a beneficiary in your will.

A bequest is often the largest gift an individual makes to a charitable organization such as Temple Rodef Shalom, but bequests of all sizes are appreciated.

A bequest is a special gift—one that will help ensure that our Temple will continue to be here for future generations to worship, educate children, and serve our community.  If you have included Temple Rodef Shalom in your will, please let us know.

Your estate may receive a tax deduction for the value of your charitable gift, and, because the gift is revocable during your lifetime, you retain the flexibility to change the amount or beneficiary to provide for family needs.

Outright Gift

You may make an outright gift of a specific amount of cash or specifically designated assets to the Temple in your will or trust. Your attorney or financial advisor may have additional suggestions to help structure your gift.

Gift of Remainder or Residual Interest of Estate

This is one of the most flexible ways to give through your estate plan. The “remainder” is what is left once the decedent’s debts and expenses of the estate are paid and specific bequests are fulfilled. Generally, the remainder can be divided in any way you choose.

Giving a percentage of the remainder of the estate ensures that charitable gifts remain in proportion to gifts to others. It further allows the gift to automatically change in amount as the size of your estate changes.

Or you may give Temple Rodef Shalom all of the remainder. Under this approach, the Temple receives only that portion of the estate that remains after your other beneficiaries have received their designated bequests.

Contingent Gift

All or a designated portion of your estate can be left to the Temple in the event that all of your designated beneficiaries fail to survive you. While it is unlikely that this will occur, this form of gift serves to demonstrate your commitment to Temple Rodef Shalom. Congregants with young families sometimes choose to make a contingent gift.

Other Planned Giving Options

Life Insurance

A gift of an old or new policy can be made by naming Temple Rodef Shalom as beneficiary and owner, when life insurance is no longer needed to protect family members.

You may receive an immediate tax deduction for the gift’s value, plus possible estate tax savings.

IRA or Pension Plan

You can name Temple Rodef Shalom as the beneficiary of all or part of your IRA or pension plan by completing a change of beneficiary form.

You may save your heirs from having to claim the funds as taxable income in addition to paying any estate taxes that would have been imposed upon your death.

Additional Options

For planned gifts that can generate income for you or your family – Charitable Lead Trusts, Charitable Remainder Trusts or Charitable Gift Annuities – please consult your advisors or contact TRS.

For More Information

For more information, contact Hannah Moore, Director of Philanthropy.